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Is there a Way to Pull Contact Emails from a Matter Export?

Objective:

  • Want to create a mailing list based on practice area
  • To determine how to get email address from only specific Matters

Environment:

  • Clio Manage

Additional Information:

Answer:

No, not at this time. A suggested work around would be to use a Custom Field on either the Contact or the Matter. The Custom Fields can then be filtered and exported. 

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